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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Empower Clinics Inc
(OP:
EPWCF
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Updated: 9:50 AM EDT, Oct 11, 2023
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Empower Clinics Completes Sale of Sun Valley Health
March 04, 2022
The Company Signed a Definitive Agreement for the 100% Sale of Sun Valley Health and Its Subsidiaries VANCOUVER, BC / ACCESSWIRE / March 4, 2022 / EMPOWER CLINICS INC....
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Empower Clinics Inc.
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AccessWire
Empower Clinics Announces Appointment of NASDAQ Healthcare Executive to Its Board of Directors
February 22, 2022
Anthony Tomasello brings more than 30 years of healthcare, technology, public markets and commercialization experience to support growth of Empower Clinics VANCOUVER, BC / ACCESSWIRE / February 22,...
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Empower Clinics Inc.
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Empower Clinics Names Carolyn Shields as SVP of Operations of Its Integrated Healthcare Clinics
February 14, 2022
Seasoned executive with more than 20 years of professional medical practice management to lead ongoing success and expansion of The Medi-Collective VANCOUVER, BC / ACCESSWIRE / February 14, 2022 /...
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Empower Clinics Inc.
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AccessWire
Empower Clinics Signs Partnership with One of North America's Largest Terminal Operators to Provide COVID Testing Services
February 10, 2022
Partnership with CERES Terminals Canada Supporting the safe return of the cruise ship industry to Vancouver with more than 1,200,000 passengers anticipated for 2022 VANCOUVER, BC / ACCESSWIRE /...
From
Empower Clinics Inc.
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AccessWire
Empower Clinics Launches New Testing Sites in Dallas, Texas
February 09, 2022
Empower's subsidiary, Kai Medical Laboratory, commences testing at four Dallas, TX area locations generating significant increases in specimen processing and revenue potential DALLAS, TX / ACCESSWIRE /...
From
Empower Clinics Inc.
Via
AccessWire
Empower Clinics Announces Lab Testing Partnership for Canada
February 08, 2022
Kai Care COVID-19 testing solution to relaunch in Canada supported by RapidScreen's 24-hour lab turnaround time VANCOUVER, BC / ACCESSWIRE / February 8, 2022 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
Via
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Empower Clinics Adds Inaugural British Columbia Medical Director
February 02, 2022
Additional Talent Enables the Company to Pursue COVID-19 Testing Accreditation within the Province of British Columbia VANCOUVER, BC / ACCESSWIRE / February 2, 2022 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
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Empower Clinics Announces Closing of C$3.0 Million Private Placement Financing
January 06, 2022
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES VANCOUVER, BC / ACCESSWIRE / January 6, 2022 / EMPOWER CLINICS INC....
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Empower Clinics Announces Private Placement Financing of up to C$3.0 Million
January 05, 2022
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES VANCOUVER, BC / ACCESSWIRE / January 5, 2022 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
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MediSure Canada Receives Health Canada Licence For Two New Best-In-Class Products
January 04, 2022
New Blood Glucose Monitor and Rapid At-Home Vitamin D Deficiency Test Provides Innovative Solutions to Canadian Healthcare Needs VANCOUVER, BC / ACCESSWIRE / January 4, 2022 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
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AccessWire
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Empower Clinics Opens Its First “The Medi-Collective” in London, Ontario With Co-Located Guardian Pharmacy
December 31, 2021
The Clinic is Accepting New Patients as of Today and Doors Will Be Open January 4th, 2022 VANCOUVER, BC / ACCESSWIRE / December 31, 2021 / EMPOWER CLINICS INC. (CSE:CBDT)(FRA:8EC)(OTCQB:EPWCF)...
From
Empower Clinics Inc.
Via
AccessWire
Empower Clinics Subsidiary MediSure Submits Health Canada Application For Its Rapid COVID-19 Antigen Tests
December 24, 2021
Health Canada Approval Opens a Path For Increased Sales and Distribution of MediSure Branded Rapid Antigen Tests In Canada VANCOUVER, BC / ACCESSWIRE / December 24, 2021 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
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Empower Clinics Hires Chief Financial Officer With NASDAQ Healthcare Experience
December 23, 2021
Jennifer Archibald Brings More Than Two Decades of Financial Leadership Experience VANCOUVER, BC / ACCESSWIRE / December 23, 2021 / EMPOWER CLINICS INC. (CSE:CBDT)(Frankfurt:8EC)(OTCQB:EPWCF)...
From
Empower Clinics Inc.
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Empower Clinics Division The Medi-Collective Opens Clinic With Co-Located Rexall Pharmacy
December 20, 2021
As of Today, the New Kitchener, ON Location is Accepting Patients for Family Medicine Appointments VANCOUVER, BC / ACCESSWIRE / December 20, 2021 / EMPOWER CLINICS INC....
From
Empower Clinics Inc.
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Empower Clinics and Fobi Launch Premier SMS Integration System
December 14, 2021
Developed to Streamline Kai Labs COVID-19 Testing, the Program Will be Rolled Out Across Empower's Subsidiaries to Optimize the Patient Experience VANCOUVER, BC / ACCESSWIRE / December 14, 2021 /...
From
Empower Clinics Inc.
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Empower Clinics Kai Medical Laboratory Secures COVID-19 Testing Contract For Large Gaming Event In Las Vegas
December 13, 2021
Kai Medical Laboratory to Provide Over 6,000 Rapid Antigen and PCR COVID-19 Tests VANCOUVER, BC / ACCESSWIRE / December 13, 2021 / EMPOWER CLINICS INC. (CSE:CBDT)(Frankfurt:8EC)(OTCQB:EPWCF) ("Empower"...
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